News

Lam Research tops Q4 FY26 estimates as NAND revenues more than double sequentially and support sales hit a third straight record.

CRH's Q2 earnings and revenues beat estimates as pricing, acquisitions and infrastructure demand fuel growth, while subdued residential activity weighed on some segments.

Chipotle Mexican Grill Inc (NYSE:CMG) shares added almost 13% after the company reported second-quarter 2026 results that exceeded Wall Street expectations and provided an upbeat outlook for the full year. The restaurant chain reported adjusted earnings of $0.33 per share, slightly ahead of...

Semiconductor stocks just staged one of their sharpest single-day reversals of the year, but the real question is whether the buyers rushing back into Intel, AMD, and Taiwan Semiconductor are riding a genuine recovery or setting themselves up for another painful whipsaw.

UMC beats Q2 estimates as revenues rise 8.4%, margins expand and record 22-nanometer sales strengthen results.

Wall Street likes big spenders ... but only up to a point.

Silicon Motion delivered an upbeat second-quarter earnings report, which drove SIMO stock higher on Thursday. It was a positive day overall for chip stocks.

MLM's Q2 results beat expectations as record aggregates shipments and infrastructure demand lift revenues and earnings, prompting a higher 2026 revenue outlook.

Boot Barn outpaces first-quarter estimates as store growth, e-commerce strength and tariff refunds drive results and a higher fiscal 2027 outlook.

FLS beats Q2 earnings estimates as margin expansion and record aftermarket bookings offset lower sales, while raising the low end of its 2026 EPS outlook.

CMPR beats Q4 earnings estimates on broad-based revenue growth and issues fiscal 2027 guidance with higher revenue and profitability targets.

Intercontinental Exchange (ICE) agreed to acquire electronic trading platform MarketAxess (MKTX) for

Carlisle tops Q2 earnings and revenue estimates, posts record sales and raises its 2026 outlook as organic growth supported both reporting segments.

Lithia Motors tops Q2 estimates as stronger used-vehicle margins, aftersales growth and record financing income offset mixed sales trends.

TTEK beats Q3 earnings and revenue estimates as backlog grew on new project wins, with strength in water infrastructure, defense and digital automation.

AOS beats Q2 earnings and sales estimates, boosted by North America strength, while higher input costs and weaker China demand pressured profitability.

Cheesecake Factory has doubled in 2026 as strong earnings fuel optimism, but a richer valuation, North Italia weakness and inflation raise fresh investor questions.

Dynamic pricing is being introduced to car parks in the latest attack in the war on motorists.

Starbucks Corp (NASDAQ:SBUX, XETRA:SRB) beat Wall Street estimates for fiscal third-quarter revenue and profit as its turnaround plan drove stronger-than-expected US sales growth. Adjusted earnings per share came in at $0.85, above the $0.66 analyst estimate and up 70% year-over-year. Revenue...

Antero Resources posts record Q2 production, revenue growth and higher cash flow, while raising its 2026 output guidance after strategic acquisitions.

YUM tops earnings estimates as Taco Bell's strong sales and global expansion help offset softer Pizza Hut performance.

Jim Cramer's framework for buying stocks punished by margin compression is getting live stress-tested right now, with five companies showing what that setup actually looks like in the middle of an AI spending war.

Most AI bets hinge on the technology actually working, but Meta offers a structure where failure still pays. Here is why one investor keeps buying regardless of how the superintelligence story unfolds.

The hyperscalers are trapped in a race where pulling back costs more than pressing forward, and one chipmaker sits at the exact point where their fear turns into revenue.

Hyatt beats Q2 estimates as fee growth and RevPAR gains supported higher revenues, earnings and an unchanged full-year outlook.

Apple's earnings report comes days after the company launched Apple Upgrade in the U.S.—a program that BofA Securities says could improve affordability for consumers and help the company wrestle some control from wireless carriers. As part of Apple Upgrade, customers now have one- or two-year leasing options for iPhones and Apple Watches, and two- or three-year options for Macs and iPads. Apple has long offered trade-ins and financing plans, but "the new structure packages those familiar mechanics into a broader platform spanning major hardware categories," wrote Wamsi Mohan, an analyst at BofA.

Union Pacific Corporation (NYSE:UNP)’s Big Boy 4014, the world’s largest operating steam locomotive, has been touring the country this summer, and grown adults keep tearing up when they see it. CEO Jim Vena said the tour east of the Mississippi wouldn’t have been possible without one thing: the railroad operating firm’s pending merger with Norfolk […]

Arm Holdings PLC (NASDAQ:ARM) beat first-quarter revenue and profit estimates and issued upbeat second-quarter guidance, sending its shares up 6.1% in early Thursday trading. The chip design company reported revenue of $1.29 billion for the quarter, ahead of analyst estimates of $1.26...

Microsoft Corporation (NASDAQ:MSFT) and Meta Platforms, Inc. (NASDAQ:META) are both spending aggressively to secure leadership in artificial intelligence, yet their latest earnings reports have produced starkly different reactions. Microsoft Corporation (NASDAQ:MSFT) jumped 15% on Thursday after the tech giant reported better-than-expected fiscal fourth-quarter results and issued a better-than-expected outlook for the first quarter of 2027. Meanwhile, Meta […]

Blackstone Inc. (NYSE:BX) just posted one of its stronger quarters in years. Profit available to shareholders jumped 26% to $1.52 a share, beating estimates that were clustered around $1.33 to $1.35. Total assets under management grew 11% to $1.35 trillion, and revenue jumped 36% to $5.04 billion. Nine of the firm’s ten best-performing investments right […]